2019-20 FAFSA Verification Instructions Parent

Telephone: (785) 833-4319

Office of Student Financial Planning,

Student Services Suite, Pioneer Hall 285, 100 E. Claflin, Salina, KS 67401

FAX: (785) 404-1485 E-mail: finaid@kwu.edu

2019-20 FAFSA Verification Instructions ? Parent

Contact: IVFINDEP

You will not be able to receive a Financial Aid award letter until this issue is resolved. THIS IS AN URGENT MATTER.

FAFSA has selected your child's application for "Verification". "Verification" is a quality control process in which FAFSA requires us to collect additional documents and information in order to confirm the accuracy of the data reported on the student's FAFSA. This affects about thirty percent (30%) of all FAFSAs. It is a routine process but processing of your student's application for Financial Aid cannot continue until this is completed.

Instructions: 1) Verification Worksheet: You will be required to complete and submit a Verification Worksheet. The appropriate Verification Worksheet required for you has been presented to you on your MyKWU Student Portal under >Student Financial Planning > "Financial Aid Document Tracking"> 2019-20. Print the pdf document, complete and sign it. A parent (whose information is on the 2019-20 FAFSA) must sign this worksheet. Scan/Email, Fax, take a picture and email it to us. Time is of the essence!

2) 2017 Federal Income Tax Return Information: (Form 1040, 1040A or 1040EZ): o We can no longer accept signed copies of the IRS Tax forms. The preferred method of providing income tax data is via the IRS Data Retrieval Tool within FAFSA. For a Step-by-Step instruction on how to use the IRS Data Retrieval Tool: go to kwu.edu > Current Students> Student Financial Planning > Forms > 2019-20 > Step-by-Step IRS DRT.

o Question: What if you are unable to use the IRS Data Retrieval Tool within FAFSA? Answer: You can provide a copy of your (and your spouse's-if you filed separate returns) 2017 IRS Tax RETURN Transcripts (if you are married now, even if you were not married in 2017). You can obtain the Tax Return Transcript at > Get Transcript.

o If you are unable to download the Tax Transcript, you may be able to have the IRS mail a copy of the IRS Tax Transcript, but they will mail it to the address on the Tax return...so if you have moved, that may not be successful for you. See the instructions under Q&A at the end of this instruction sheet on "Changing Address" with the IRS.

o Question: Whose income tax return transcript will we need?

Parent Marital Status: For: Parents who are married and living together, Parents who were never married, but are the biological parents and are living together Parents who are divorced and living apart, and not yet remarried, Parent who is divorced from the student's biological parent and remarried

Parent whose information appears on FAFSA

FAFSA parent only

Both parents information Both parents Both parents

Custodial parent and step parent information

2019-20_CONTACT_IVFINDEP_-_Verification_Instructions_-_Parent Version: 10/08/2018

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Telephone: (785) 833-4319

Office of Student Financial Planning,

Student Services Suite, Pioneer Hall 285, 100 E. Claflin, Salina, KS 67401

FAX: (785) 404-1485 E-mail: finaid@kwu.edu

5.

If you have not yet filed your 2017 Federal Income Tax Return, AND you have requested an extension to file

your returns from the IRS, there is another method by which you can complete Verification.

Go to the KWU.edu website>Current Students>Student Financial Planning>Forms.

See the pdf titled "2019-20 Tax Extension Verification form".

Download this form and follow the instructions thereon.

Submit the required documents to the KWU Student Financial Planning Office.

WARNING: You will need to attach a copy of the (un-expired) Tax Deadline Extension granted by the IRS.

1 On-Line Request Download a copy of the 2017 IRS Tax RETURN Transcript from the IRS Website.

OR

2 On-Line Request Request a copy of the 2017 IRS Tax RETURN Transcript to be mailed.

OR Telephone Request Request a copy of the 2017 IRS Tax RETURN Transcript from the IRS by telephone

How to request an IRS Tax Transcript

Go to . On the main Home Page, Click on "Get My Tax Transcript." Follow the instructions therein to download the 2017 IRS Tax RETURN Transcript. One of the taxpayers on the Return must sign the Tax Transcript. Send all of the pages to us. (HINT: Sometimes these are dual sided. We will need

both sides.) Scan and email to finaid@kwu.edu, or Fax to 785-404-1485, or Mail to the above address.

Go to . On the main Home Page, Click on "Get My Tax Transcript." Follow the instructions therein to have your 2017 IRS Tax RETURN Transcript mailed

to you. o Note: This will take about 7 to 10 days and the IRS will mail the Transcript to the address on your tax return. If you have changed addresses since you filed your return, you will need to change your address prior to making this request. See the answer in the Q&A below.

One of the taxpayers on the Return must sign the Tax Transcript. Send all of the pages to us. (HINT: Sometimes these are dual sided. We will need

both sides.) Scan and email to finaid@kwu.edu, or Fax to 785-404-1485, or Mail to the above address.

You may also use the IRS automated phone transcript service at 1-800-908-9946 to receive your transcript by mail. Please allow 5 to 10 calendar days for delivery.

The IRS will mail the Tax Return Transcript to the address on the Tax Return

OR

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Telephone: (785) 833-4319

Office of Student Financial Planning,

Student Services Suite, Pioneer Hall 285, 100 E. Claflin, Salina, KS 67401

FAX: (785) 404-1485 E-mail: finaid@kwu.edu

2 Visit a local office of the

IRS and request a copy of your 2017 Tax Transcript.

These are government offices. Their lobbies close promptly at 4:30 PM; be sure to arrive in plenty of time to complete your transaction with the IRS. Bring two forms of government identification. Only a taxpayer on the form will be allowed to make this

request.

Have a taxpayer on the

form sign it.

City

IRS Offices Nearest to KWU

Street Address

Days/Hours of Service Telephone*

Forward all pages to the Office of Student

Overland Park 6717 Shawnee Mission Pkwy Monday-Friday ? (816) 966-2840

Overland Park, KS 66202

8:30 AM - 4:30 PM

Financial Planning.

Topeka 120 S.E. Sixth Ave.

Monday-Friday ? (785) 235-3053

Topeka, KS 66603

8:30 AM - 4:30 PM

Wichita 555 N. Woodlawn

Monday-Friday ? (316) 352-7401

Building 4

8:30 AM - 4:30 PM

Wichita, KS 67208

To locate additional IRS Offices that provide the Tax Transcript service, go to



Shortly after we receive the above documents, check your MyKWU Portal Account > Financial Aid Document Tracking>2019-20. If Verification is then completed, this alert with show "Completed", and if all other documents have been received, you can expect an award letter in your KWU email and your MyKWU Portal account in the near future. If Verification is not completed, a new alert may appear and show "Expected" and you should contact the Office of Student Financial Planning for further instructions.

Q & A: 1) What if I have changed my address since I filed my return?"

Here is the IRS' advice copied from the IRS Website:

What if my address has changed since I filed my last tax return and it doesn't match IRS records when I try to use Get Transcript by Mail or the automated phone transcript service 1-800-908-9946?

Don't use your old address. The transcript won't get forwarded to you. You will need to file Form 8822, Change of Address, which you will download from the IRS Website. Generally, it takes four to six weeks to process a change of address.

In other words, before you request the Transcript by phone or on the web, Submit the Form 8822 to change your address with the IRS. After 4 weeks, access the Transcript Request to see if they have updated your address yet. Keep trying until the new address shows up. Then request the IRS Transcript via the Web or via phone. It will go to the correct (new)

address.

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Telephone: (785) 833-4319

Office of Student Financial Planning,

Student Services Suite, Pioneer Hall 285, 100 E. Claflin, Salina, KS 67401

FAX: (785) 404-1485 E-mail: finaid@kwu.edu

2) What are the time frames for the availability of IRS Tax Return Transcripts? a. See the chart on the next page.

The time frames for IRS Data Retrieval are the same as for IRS Tax Transcripts

Free help with filing your Income Tax Return may be available from the IRS Volunteer Income Tax Assistance Program. Go to the IRS website () to search for a VITA program in your area.

You will not be able to receive a Financial Aid award letter until this issue is resolved. THIS IS AN URGENT MATTER.

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